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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BECK CAPITAL MANAGEMENT, LLC

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007674

Total Value
$340.3M
Positions
112
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (112)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPORATION COMNVDA205,219$22.2M6.54%
2META PLATFORMS INC CLASS A COMMON STOCKMETA22,935$13.2M3.88%
3MICROSOFT CORPMSFT27,997$10.5M3.09%
4BLACKSTONE SECD LENDING FD COMMON STOCKBX281,298$9.1M2.67%
5AMAZON.COM INCAMZN47,217$9.0M2.64%
6BROADCOM INC COMAVGO49,165$8.2M2.42%
7WALMART INC COMWMT91,194$8.0M2.35%
8EQT CORP COMEQT137,274$7.3M2.16%
9APPLE INCAAPL32,417$7.2M2.12%
10TARGA RESOURCES CORPTRGP35,172$7.1M2.07%
11INVESCO EXCHANGE TRADED FD TR AEROSPACE DEFNIVZ60,160$7.0M2.06%
12J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM46654Q203133,541$6.9M2.03%
13FTAI AVIATION LTD SHS ISIN #KYG3730V1059FTAIN62,118$6.9M2.03%
14PALO ALTO NETWORKS INC COM USD0.0001PANW39,566$6.8M1.98%
15CAMECO CORP COM NPV ISIN #CA13321L1085 SEDOL #2166160CCJ153,177$6.3M1.85%
16VERTIV HOLDINGS CO COM CL AVRT85,192$6.2M1.81%
17SPOTIFY TECHNOLOGY S.A. COM EUR0.000625SPOT10,870$6.0M1.76%
18AGNC INVT CORP COM00123Q104587,905$5.6M1.66%
19INVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGHIVZ54,153$5.6M1.64%
20GE VERNOVA INC COMGEV18,186$5.6M1.63%
21ELI LILLY &CO COMLLY6,148$5.1M1.49%
22CHENIERE ENERGY INC COM USD0.003LNG21,808$5.0M1.48%
23GLOBAL X FDS DEFENSE TECH ETF37960A529106,596$5.0M1.46%
24CROWDSTRIKE HLDGS INC CL ACRWD13,846$4.9M1.43%
25ONEOK INC COM USD0.01OKE48,211$4.8M1.41%
26FIDELITY WISE ORIGIN BITCOIN FUNDFBTC64,811$4.7M1.37%
27FIRST TR EXCHANGE TRADED FD II NASDAQ CYB ETF33734X84673,554$4.6M1.36%
28VISTRA CORP COMVST38,813$4.6M1.34%
29ALPHABET INC CAP STK CL CGOOG28,993$4.5M1.33%
30NETFLIX INCNFLX4,741$4.4M1.30%
31CHART INDS INC COM16115Q30829,222$4.2M1.24%
32MCKESSON CORPMCK6,121$4.1M1.21%
33AIM ETF PRODUCTS TRUST U S LRGCP 6M APR00888H877128,208$4.0M1.19%
34GRAYSCALE BITCOIN TRUST ETFGBTC61,038$4.0M1.17%
35TANGER INC COMSKT114,943$3.9M1.14%
36CHIPOTLE MEXICAN GRILL INCCMG72,564$3.6M1.07%
37JPMORGAN CHASE &CO. COMVYLD14,404$3.5M1.04%
38ATLAS ENERGY SOLUTIONS INC COM NEWAESI192,965$3.4M1.01%
39WELLTOWER INC COMWELL21,042$3.2M0.95%
40AIM ETF PRODUCTS TRUST ALLIANZIM USLARGE CAP 6 MONTH BUFFER1000888H661113,817$3.1M0.92%
41SERVICENOW INC COM USD0.001NOW3,880$3.1M0.91%
42FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT33740U20862,635$3.0M0.88%
43REGENCY CENTERS CORP COM USD0.0175884910339,775$2.9M0.86%
44GOLAR LNG LIMITED COM STK USD1.00GLNG75,807$2.9M0.85%
45ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012ASMLF4,275$2.8M0.83%
46FREEPORT-MCMORAN INC COM USD0.10FCX74,025$2.8M0.82%
47GLOBAL NET LEASE INC COM NEWGNL-PE347,789$2.8M0.82%
48ANTERO MIDSTREAM CORP COMAM153,818$2.8M0.81%
49CONOCOPHILLIPS COMCOP25,782$2.7M0.80%
50ANTERO RESOURCES CORP COMAR65,741$2.7M0.78%
51EXPAND ENERGY CORPORATION COMMON STOCKEXE23,646$2.6M0.77%
52INVESCO EXCHANGE TRADED FD TR S&P500 EQL ENRIVZ32,149$2.6M0.77%
53GE AEROSPACE COM NEW36960430112,924$2.6M0.76%
54DOMINION ENERGY INC COMD44,045$2.5M0.73%
55GLOBAL X FDS GLBL X MLP ETF37954Y34346,380$2.5M0.73%
56INNOVATOR ETFS TRUST US EQTY PWR BUFINHD57,493$2.2M0.65%
57STAG INDUSTRIAL INC85254J10254,754$2.0M0.58%
58OMEGA HEALTHCARE INVESTORS INC68193610051,265$2.0M0.57%
59ISHARES CORE S&P 500 ETF4642872003,434$1.9M0.57%
60JANUS DETROIT STR TR HENDRSON AAA CL47103U84537,952$1.9M0.57%
61NEXTERA ENERGY INC COM USD0.01NEE-PW25,908$1.8M0.54%
62TALEN ENERGY CORP COMTLN9,138$1.8M0.54%
63INNOVATOR ETFS TRUST US EQTY BUFR MAYINHD45,024$1.8M0.52%
64MARTIN MARIETTA MATERIALS INC COM USD0.015732841063,516$1.7M0.49%
65EA SERIES TRUST ALPHA ARCHITECT 1-3 MONTH BOX ETF02072L56514,682$1.6M0.48%
66DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES25459Y20718,616$1.6M0.48%
67SALESFORCE INC COMCRM6,045$1.6M0.48%
68GLOBAL MED REIT INC COM NEW37954A204182,998$1.6M0.47%
69EXXON MOBIL CORP COMXOM12,666$1.5M0.44%
70PERMIAN RESOURCES CORP CLASS A COMPR88,656$1.2M0.36%
71INNOVATOR ETFS TRUST EQUITY DEFINED PINHD48,135$1.2M0.35%
72FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT33740U30724,022$1.1M0.31%
73FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT33740F84722,499$1.1M0.31%
74GRAYSCALE BITCOIN MINI TR ETF SHS NEW38993020728,666$1.0M0.31%
75INNOVATOR ETFS TRUST US EQTY BUFR MARINHD22,631$1.0M0.30%
76VANGUARD INDEX FUNDS S&P 500 ETF USD9229083631,997$1.0M0.30%
77ISHARES GOLD TR ISHARES NEW ISIN #US4642852044 SEDOL #BKP74N6IAU16,656$982,0380.29%
78FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT33740F76319,801$966,0910.28%
79INNOVATOR ETFS TRUST US EQTY PWR BUFINHD24,004$859,3430.25%
80ISHARES TR MSCI USA QLT FCT46432F3394,609$787,6260.23%
81PALANTIR TECHNOLOGIES INC CL APLTR8,896$750,8220.22%
82SUPER MICRO COMPUTER INC COM NEWSMCI20,764$710,9590.21%
83DOCUSIGN INC COMDOCU8,656$704,5980.21%
84CARRIER GLOBAL CORPORATION COMCARR11,108$704,2350.21%
85INNOVATOR ETFS TRUST US EQTY PWR BUFINHD17,510$703,7100.21%
86GRAYSCALE ETHEREUM TRUST ETF38963810744,281$673,9570.20%
87FIRST TR EXCHNG TRADED FD VIII FT VEST US EQT33740U67920,092$665,2460.20%
88SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPTSPY1,077$602,2580.18%
89VANECK ETF TRUST MRNGSTR WDE MOAT92189F6436,241$549,1840.16%
90INNOVATOR ETFS TRUST US EQTY PWR BUFINHD13,020$484,6040.14%
91INNOVATOR ETFS TRUST US EQTY PWR BUFINHD12,881$476,7260.14%
92KINDER MORGAN INC COM USD0.01EP-PC14,408$411,0600.12%
93INVESCO EXCHANGE TRADED FD TR S&P500 EQL TECIVZ11,574$395,8430.12%
94FRANKLIN BSP RLTY TR INC COMMON STOCK35243J10128,264$360,0840.11%
95INNOVATOR ETFS TRUST EQUITY DEFINED PROTECTION ETF 1 YR JULYINHD13,259$354,9440.10%
96AMPLIFY TR CYBERSECURITY ETF0321086644,746$340,7930.10%
97ALPHABET INC CAP STK CL AGOOG2,164$334,6480.10%
98ARES CAPITAL CORP COMARCC14,512$321,5760.09%
99PHILLIPS EDISON &CO INC COMMON STOCKPECO8,671$316,4160.09%
100INTERNATIONAL BUS MACH CORP COM USD0.20INTR1,258$312,7440.09%
101TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD108740391001,856$308,1030.09%
102CION INVT CORP COM17259U20429,423$304,5280.09%
103INNOVATOR ETFS TRUST US EQT BUFR APRINHD6,734$285,9930.08%
104TESLA INC COMTSLA1,101$285,2310.08%
105VISA INCV796$278,9660.08%
106FIRST TR EXCHANGE-TRADED FD NAT GAS ETF33733E80711,033$274,1720.08%
107SPDR DOW JONES INDL AVERAGE ET UT SER 178467X109585$245,6790.07%
108BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BBRK-A428$227,6780.07%
109BITWISE BITCOIN ETF TR SHS BEN INTBITB4,972$223,1430.07%
110GLOBAL X FDS ARTIFICIAL ETF37954Y6326,027$219,2650.06%
111NATIONAL FUEL GAS CO COMNFG2,765$218,9600.06%
112UBER TECHNOLOGIES INC COMUBER2,951$215,0100.06%